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Hedge Funds Similar to Monument

13F Portfolio OverlapQ1 2026Monument portfolio →
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Most similar hedge funds by 13F overlap

Monument Capital Management is an institutional investor managing $399M across 217 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Monument are RENAISSANCE GROUP, Horizon Investment Services,, NAVELLIER & ASSOCIATES, with shared positions in $FIX, $EME, $MCK, $APH, $CAH, $TPR. The full ranking of 25 similar funds is below.

#1RENAISSANCE GROUP LLCPassive
Notable overlap · 9 shared positions
$FIX$EME$MCK$APH$CAH$TPR
$2.4B
234 positions
#2Horizon Investment Services, LLCPassive
Notable overlap · 8 shared positions
$FIX$EME$APH$AMAT$JBL$LRCX
$288M
137 positions
#3NAVELLIER & ASSOCIATES INCPassive
Notable overlap · 7 shared positions
$FIX$EME$UI$CAH$PWR$LRCX
$960M
326 positions
#4Benchmark Investment Advisors LLCPassive
Notable overlap · 6 shared positions
$FIX$EME$APH$USB$AMAT$LRCX
$172M
76 positions
#5Dorsey Wright & AssociatesPassive
Notable overlap · 6 shared positions
$FIX$EME$APH$CAH$TPR$MTZ
$807M
158 positions
#6FORTEM FINANCIAL GROUP, LLCPassive
Notable overlap · 7 shared positions
$EME$APH$CAH$TPR$AMAT$LRCX
$399M
173 positions
#7KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 8 shared positions
$FIX$LRCX$TPR$TT$MCK$EME
$194M
99 positions
#8COOKSON PEIRCE & CO INCPassive
Some overlap · 6 shared positions
$EME$RL$APH$CAH$JBL$ALSN
$2.4B
303 positions
#9MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 7 shared positions
$APH$SAN$MCK$FIX$TT$TPR
$499M
161 positions
#10AdvisorShares Investments LLCPassive
Some overlap · 5 shared positions
$FIX$CASY$MCK$APH$ALSN
$549M
280 positions
#11Consolidated Planning CorpActive
Some overlap · 5 shared positions
$FIX$CASY$APH$CAH$LRCX
$617M
144 positions
#12Davidson Capital Management Inc.Active
Some overlap · 6 shared positions
$FIX$USB$EME$MCK$EXEL$PWR
$552M
93 positions
#13Passumpsic Savings Bank
Some overlap · 6 shared positions
$USB$APH$UI$EME$LRCX$HIG
$183M
90 positions
#14Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$FIX$APH$AMAT$JBL$LRCX
$65M
34 positions
#15Retireful, LLCPassive
Some overlap · 5 shared positions
$FIX$TPR$AMAT$MTZ$DELL
$71M
84 positions
#16WEDGE CAPITAL MANAGEMENT L L P/NCPassive
Some overlap · 7 shared positions
$AMAT$APH$JBL$LRCX$DELL$CASY
$5.4B
527 positions
#17Freedom Day Solutions, LLCActive
Some overlap · 5 shared positions
$FIX$CASY$PGR$PWR$FCFS
$373M
96 positions
#18FCF Advisors LLCPassive
Some overlap · 5 shared positions
$EME$MCK$TPR$GILD$LRCX
$444M
52 positions
#19Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 6 shared positions
$CAH$GILD$LRCX$DELL$TT$PGR
$1.5B
171 positions
#20SOROS CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$FIX$EME$CASY
$230M
47 positions
#21Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$FIX$MCK$TPR$JBL
$2.0B
162 positions
#22BAM Wealth Management, LLCPassive
Some overlap · 5 shared positions
$USB$APH$MCK$AMAT$TT
$134M
158 positions
#23ODDO BHF ASSET MANAGEMENT SASPassive
Some overlap · 5 shared positions
$MCK$EME$APH$AMAT$GILD
$2.5B
275 positions
#24Titan Investment Management LLCPassive
Some overlap · 5 shared positions
$USB$MCK$JBL$DELL$PWR
$113M
37 positions
#25Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$MCK$CAH$AMAT$LRCX$HIG
$145M
69 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.